Bridge Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Bridge Advisory’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,522	Closed	-$266K	–	152
2023 Q3	$266K	Buy	3,522 +68	+2%	+$5.61K	0.09%	126
2023 Q2	$289K	Buy	3,454 +762	+28%	+$62.4K	0.11%	105
2023 Q1	$224K	Sell	2,692 -141	-5%	-$12.1K	0.09%	114
2022 Q4	$234K	Sell	2,833 -197	-7%	-$16.3K	0.1%	119
2022 Q3	$243K	Sell	3,030 -576	-16%	-$53.9K	0.12%	101
2022 Q2	$330K	Buy	3,606 +10	+0.3%	+$997	0.16%	86
2022 Q1	$390K	Sell	3,596 -464	-11%	-$49.1K	0.17%	72
2021 Q4	$471K	Buy	4,060 +21	+0.5%	+$2.29K	0.21%	69
2021 Q3	$411K	Buy	4,039 +93	+2%	+$9.86K	0.2%	59
2021 Q2	$402K	Buy	3,946 +13	+0.3%	+$1.29K	0.2%	62
2021 Q1	$361K	Sell	3,933 -14,861	-79%	-$1.31M	0.22%	51
2020 Q4	$1.6M	Buy	+18,794	New	+$1.56M	0.75%	22

Other funds holding VNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bridge Advisory's VNQ Position: Q4 2023 in Review

Bridge Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 3,522 shares — an estimated $266K sold.

Bridge Advisory first reported a position in VNQ in Q4 2020 and held it in 12 quarters. The position peaked at $1.6M in Q4 2020. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Bridge Advisory reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 3,522 Vanguard Real Estate ETF shares in Q4 2023, an estimated $266K.
Bridge Advisory first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 12 quarters.
Bridge Advisory's Vanguard Real Estate ETF position peaked at $1.6M in Q4 2020.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.